Firm profile

Wealthfront Advisers LLC

PALO ALTO, CACRD 148456Latest ADV May 1, 2026

Wealthfront Advisers LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palo Alto, CA. Its latest Form ADV filing, dated March 27, 2026, reports $42.9B in regulatory assets under management, 402 employees, and 642,888 accounts.

Assets Under Management
$47.7B
Employees
432
Offices
--
Total Clients
518,639
Primary office
PALO ALTO, CA
261 HAMILTON AVE., PALO ALTO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEODavid Fortunato
CCOJonathan F. Matthews
CFOAlan D. Imberman

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 19, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 97.5% of total clients.
Top client categories% of clientsClients
1
Individuals
97.5%
505,816
2
HNWI
2.5%
12,784
Additional categories (<0.1%)
Charitable21 clients
Corporations18 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$47.7Bas of May 1, 2026
Discretionary96.4%
$46.0B
96% of total RAUM96.4%
Non-discretionary3.6%
$1.7B
4% of total RAUM3.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$47.7B
Total Accounts687,493
10Y AUM Change+$42.7B (+853.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees432
Clients per Employee1201:1
10Y Employee Change+294 (+213.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.